Airlines make freighter and aircraft capacity moves
There has been a raft of freighter and aircraft news this week, as airlines work ...
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
A good article in Business Daily, outlining Kenya Airways’ plans to boost its cargo operations. Given the current market, it won’t be the only passenger airline looking to do the same. But it does make you recall the endless cycles of capacity in past years in cargo. One carrier would suddenly find a rich seam of business, only to be swiftly followed by a load more chasing the same tonnage, immediately causing the market to collapse, rate-wise. Capacity will inevitably dribble back into the market over the next year, with cargo-in-cabin and freighter conversions on the rise – and without the bellies, there is certainly room for more. But perhaps airlines should be careful to try to avoid that cycle of boom and bust, however desperate they are.
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